|
201
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$890K
|
+$37.1K
|
+471
|
+5%
|
|
|
202
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$881K
|
-$1.02K
|
-13
|
-0.1%
|
|
|
203
|
Silver Oak Advisory Group
Portland,
Oregon
|
$859K
|
+$198K
|
+2,514
|
+33%
|
|
|
204
|
Wealthspire Advisors (New York)
New York
|
$856K
|
-$34K
|
-432
|
-4%
|
|
|
205
|
Joel Isaacson & Co
New York
|
$856K
|
+$126K
|
+1,596
|
+19%
|
|
|
206
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$841K
|
+$3.55K
|
+45
|
+0.5%
|
|
|
207
|
|
$837K
|
-$10.8K
|
-137
|
-1%
|
|
|
208
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$834K
|
-$131K
|
-1,667
|
-15%
|
|
|
209
|
SFM LLC
Manchester,
New Hampshire
|
$829K
|
+$768K
|
+9,750
|
New
|
|
|
210
|
|
$828K
|
+$767K
|
+9,735
|
New
|
|
|
211
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$818K
|
+$2.76K
|
+35
|
+0.4%
|
|
|
212
|
Truepoint Inc
Cincinnati,
Ohio
|
$815K
|
-$49.3K
|
-626
|
-6%
|
|
|
213
|
WhitTier Trust Company
Reno,
Nevada
|
$794K
|
+$27.6K
|
+350
|
+4%
|
|
|
214
|
Family CFO
Los Altos,
California
|
$776K
|
–
|
–
|
–
|
|
|
215
|
Albion Financial Group
Salt Lake City,
Utah
|
$769K
|
+$626K
|
+7,945
|
+722%
|
|
|
216
|
Everett Harris & Co
Los Angeles,
California
|
$766K
|
+$709K
|
+9,000
|
New
|
|
|
217
|
Legacy Edge Advisors
Syosset,
New York
|
$765K
|
+$709K
|
+8,997
|
New
|
|
|
218
|
United Capital Financial Advisors
Irving,
Texas
|
$760K
|
-$6.23K
|
-79
|
-0.9%
|
|
|
219
|
Northeast Investment Management
Boston,
Massachusetts
|
$748K
|
+$15.5K
|
+197
|
+2%
|
|
|
220
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$745K
|
-$19K
|
-241
|
-3%
|
|
|
221
|
Harbour Investments
Madison,
Wisconsin
|
$741K
|
-$269K
|
-3,415
|
-28%
|
|
|
222
|
Cozad Asset Management
Champaign,
Illinois
|
$741K
|
–
|
–
|
–
|
|
|
223
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$740K
|
–
|
–
|
–
|
|
|
224
|
First National Corp
Rockland,
Massachusetts
|
$737K
|
+$60K
|
+761
|
+10%
|
|
|
225
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$727K
|
–
|
–
|
–
|
|
